Services

Client Services

InvestorCOM’s advanced outsourcing solutions leverage technology to automate many customer service processes, but the overall relationship always comes back to our invaluable, pro-active team, striving every day to serve your business better.

Our long-term client partnerships are built on three key service functions:

1. Implementation

Our Project Management team works closely with your business and technical teams to ensure a successful InvestorCOM implementation. In the course of our guided deployments, we tailor a project plan based on insights gained across many deployments with industry-leading businesses. We leverage a broad collection of best practices learned while managing many complex project implementations.

2. Client Services

Our team of Client Service Associates is committed to delivering professional, proactive value added services. We assign our CSA’s to each account so every client has a dedicated individual who they view as a partner to manage their day-to-day program requirements. Many of our clients have told us that their InvestorCOM CSA understands their business better than they do.

3. Relationship Management

Our Relationship Management team works with our CSA’s to extend our exceptional service to our client’s offices. The Relationship Manager establishes a governance framework with the client and conducts regular business reviews that include SLA scorecards and recommendations for process and business improvement. Planning for upcoming program changes, technology updates and addressing all client-related opportunities is the role of the Relationship Manager.

Case Study

Schedule 1 Bank

Discover how InvestorCOM created an efficient, automated solution to produce and update 950 mutual fund and segregated fund disclosure documents while allowing various contributors to collaborate through an innovative approval workflow.